Bd of Trustees of the SMW Annuity Fund retirement plan: assets, participants and fees
What Bd of Trustees of the SMW Annuity Fund's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Td Bank, NA | Schedule C ↗ |
| Independent auditor | Novak Francella, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 277 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Bd of Trustees of the SMW Annuity Fund: employer contribution per participant | $6,696 | |
| Peer median | $1,484 |
| Bd of Trustees of the SMW Annuity Fund: average balance | $133,367 | |
| Peer median | $40,329 |
| Bd of Trustees of the SMW Annuity Fund: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.34% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $413M at the end of plan year 2021 to $474M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,109 | $474M | $23.8M | $6,696 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 3,700 | $455M | $21.1M | $5,698 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 3,667 | $408M | $19.9M | $5,432 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 3,655 | $413M | $19.5M | $5,327 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Bd of Trustees of the SMW Annuity Fund match 401(k) contributions?
The match terms for the Sheet Metal Workers Annuity Fund Local Union No. 19 have not been published from its filing yet. The plan year 2024 filing reports $23.8M in employer contributions, about $6,696 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd of Trustees of the SMW Annuity Fund 401(k) match vested?
The vesting schedule for the Sheet Metal Workers Annuity Fund Local Union No. 19 is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd of Trustees of the SMW Annuity Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Td Bank, NA. The plan administrator is Bd of Trustees of the Smw Annuity Fund.
I left Bd of Trustees of the SMW Annuity Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bd of Trustees of the Smw Annuity Fund, (215) 952-1990) or the recordkeeper, Td Bank, NA. The Bd of Trustees of the SMW Annuity Fund old 401(k) page lists the contacts from every plan filing. Find an old Bd of Trustees of the SMW Annuity Fund 401(k)
Data from the public Form 5500 annual reports Bd of Trustees of the SMW Annuity Fund filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bd of Trustees of the SMW Annuity Fund. Not financial advice. Report a correction · Methodology